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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,432 | $43,496-94.4% | $161,489-98.5% | $64,340-96.2% |
| Participation rate | 79.3% | 53.5%+25.8pp | 78.7%+0.6pp | 55.2%+24.1pp |
| Annual return | 27.23% | 20.76%+6.5pp | 89.72%-62.5pp | 24.14%+3.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,435 | $1,996-28.1% | $5,630-74.5% | $2,980-51.8% |
| Admin fee / account holder | $664 | $2,330-71.5% | $16,006-95.9% | $3,703-82.1% |